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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,274 | $176,105+85.8% | $159,474+105.2% | $167,536+95.3% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 19.30% | 331.91%-312.6pp | 263.68%-244.4pp | 478.82%-459.5pp |
| Employer contribution / active EE | $1,564 | $5,299-70.5% | $4,831-67.6% | $4,839-67.7% |
| Participant deferral / active EE | $3,511 | $7,751-54.7% | $7,353-52.3% | $6,342-44.6% |
| Admin fee / account holder | $25,159 | $12,559+100.3% | $10,802+132.9% | $12,315+104.3% |